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Sponsor portfolio

HALLORAN SAGE LLP

EIN 06-0679651-legal services-Latest filing 2025
Plans
3
Retirement
1
$44.4M assets
Welfare
2
$201K premiums
Participants
446
225 ASYLUM ST FL 18 - HARTFORD, CT 06103860-241-4064LinkedIn51-200 employeeslegal services
Plans on this EIN
3 filings
#001401k-$44.4M - 227 part#501Mixed-$116K - 125 lives#502Fully Insured-$85K - 94 lives

Benefits portfolio analytics

2 plans / $201K premiums / 219 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$66K
  • Dental$64K
  • Life$46K
  • Short-term disability$12K
  • Vision$7K
Total $201K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
36%top
  • STANDARD INSURANCE COMPANY36%
  • METROPOLITAN LIFE INSURANCE COMPANY32%
  • THE STANDARD29%
  • EYEMED VISION CARE3%
Total $201K4 slices

Broker market share

Schedule A broker compensation

Split broker
27%top
  • PAUL GLOBAL BENEFITS INC27%
  • SETH KALKSTEIN27%
  • CENTRO BENEFITS RESEARCH LLC22%
  • DIGITAL INSURANCE LLC18%
  • ENROLLEASE6%
Total $19K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

HALLORAN & SAGE, LLP RETIREMENT AND DEFERRED SALARY PLAN

401k

Assets$44.4M
Participants227
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HALLORAN SAGE GROUP HEALTH AND LIFE INSURANCE PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$116K
Covered lives125
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

HALLORAN & SAGE GROUP DISABILITY PLAN

Fully Insured - THE STANDARD INSURANCE COMPANY

Premiums$85K
Covered lives94
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HALLORAN & SAGE, LLP RETIREMENT AND DEFERRED SALARY PLAN401k$44.4M2272024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HALLORAN SAGE GROUP HEALTH AND LIFE INSURANCE PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$116K1252025
502HALLORAN & SAGE GROUP DISABILITY PLANFully InsuredTHE STANDARD INSURANCE COMPANY$85K942025
Retirement plans
Welfare plans
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